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iShares Global 100 ETF

323 hedge funds and large institutions have $4.9B invested in iShares Global 100 ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 86 increasing their positions, 125 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

9% more capital invested

Capital invested by funds: $4.49B → $4.9B (+$409M)

1% more funds holding

Funds holding: 321323 (+2)

0.3% more ownership

Funds ownership: 73.96%74.26% (+0.3%)

31% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 125

47% less funds holding in top 10

Funds holding in top 10: 158 (-7)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.07M

Holders
323
Holders Change
+2
Holders Change %
+0.62%
% of All Funds
4.25%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.11%
New
31
Increased
86
Reduced
125
Closed
24
Calls
Puts
$3.07M
Net Calls
-$3.07M
Net Calls Change
-$656K
Name Holding Trade Value Shares
Change
Change in
Stake
WCG
176
Weaver Consulting Group
California
$530K -$37.1K -374 -7%
W
177
WPWealth
Texas
$497K
SFS
178
Sowell Financial Services
Arkansas
$494K +$71.6K +721 +19%
DFA
179
DHK Financial Advisors
New Hampshire
$485K
MA
180
Montag & Associates
Georgia
$474K -$184K -1,856 -30%
HFA
181
Hershey Financial Advisers
Pennsylvania
$458K +$421K +4,245 New
BPA
182
Beacon Pointe Advisors
California
$457K
FCT
183
First Community Trust
Iowa
$453K
MCM
184
MAI Capital Management
Ohio
$451K
MCM
185
Mainstay Capital Management
Michigan
$444K +$143K +1,436 +53%
GWM
186
GSB Wealth Management
Connecticut
$437K -$22.6K -228 -5%
CFP
187
Catalyst Financial Partners
Massachusetts
$436K
SS
188
Sunbelt Securities
Texas
$435K +$384K +3,873 +872%
RFN
189
RDA Financial Network
Iowa
$433K -$2.28M -22,960 -85%
MWM
190
Mascagni Wealth Management
Mississippi
$421K -$281K -2,827 -42%
CIA
191
Cape Investment Advisory
Georgia
$417K +$19.2K +193 +5%
Comerica Bank
192
Comerica Bank
Texas
$409K -$32.9K -331 -8%
HF
193
HRT Financial
New York
$406K -$497K -5,003 -57%
ACM
194
AlphaStar Capital Management
North Carolina
$403K +$371K +3,737 New
DWM
195
Dogwood Wealth Management
Kansas
$400K -$5.62M -56,643 -94%
SO
196
Sierra Ocean
California
$398K
DWP
197
Daymark Wealth Partners
Ohio
$393K -$5.96K -60 -2%
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$392K +$397 +4 +0.1%
CL
199
Choreo LLC
Illinois
$389K +$358K +3,605 New
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$387K +$257K +2,593 +259%

IOO Hedge Fund Activity: Q2 2025 in Review

323 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Global 100 ETF (IOO) for Q2 2025, worth a combined $4.9B — up 9.1% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IOO positions and 24 closed out — a net gain of 7 holders — while 86 added to existing stakes and 125 trimmed.

The largest buyer was Annex Advisory Services, adding an estimated $33.4M. The largest seller was Creative Financial Designs, cutting an estimated $35.7M.

  • 323 institutional investors held iShares Global 100 ETF (IOO) as of Q2 2025, up from 321 in Q1 2025.
  • Funds reported $4.9B of iShares Global 100 ETF stock for Q2 2025, up 9.1% quarter-over-quarter.
  • 31 funds opened new iShares Global 100 ETF positions in Q2 2025 and 24 closed out, a net change of +7 holders.
  • The largest iShares Global 100 ETF buyer in Q2 2025 was Annex Advisory Services, an estimated $33.4M added.
  • The largest iShares Global 100 ETF seller in Q2 2025 was Creative Financial Designs, an estimated $35.7M sold.

Based on aggregated 13F filings for Q2 2025.